Washburn Asset Management offers financial planning services tailored to each client's needs, including cash flow analysis, debt management, risk management, employee benefits review, retirement planning, education planning, tax strategies, estate planning, and divorce planning. They also provide investment consultation and portfolio management services, taking into consideration the client's risk profile, goals, and needs. Washburn Asset Management acts as a fiduciary, obligated to act in the client's best interests.
Assets Under Management$8.1M
Clients19
Advisors1
Avg. per Client$430K
Avg. per Advisor$8.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.80% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.55% |
Fees are calculated on a daily basis and paid at the end of each quarter. Accounts may be aggregated for fee discounting.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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